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Setting the standard for investment excellence to create a better client experience.

OUR BUSINESSES

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OUR LOCATIONS

Multiple locations to serve your needs

We have offices throughout North America and around the world.

Locations

CI Financial

CI Global Asset Management

CI Assante Wealth Management

CI Private Wealth

CI Investment Services

CI Direct Investing

CI Global Asset Management Sales Office 

CI Investment Services

CI Assante Wealth Management

CI Global Investments Inc.,
an affiliate of CI Global Asset Management

Congress Wealth Management

CI Assante Wealth Management

CI Assante Wealth Management

CI Assante Wealth Management

CI Global Asset Management Sales Office

CI Assante Wealth Management

CI Global Asset Management Sales Office
CI Assante Wealth Management
CI Direct Investing

CI Global Investments Inc.,

an affiliate of CI Global Asset Management

CI Global Investments Asia Limited,

an affiliate of CI Global Asset Management

GSFM

GSFM

GSFM

One Capital Management
Surevest CI Private Wealth

BDF

Cabana Group

OUR HISTORY

A heritage of growth, invention, and investment excellence